by Kristin Beane | Jan 3, 2025 | Consumer News, FPANE News, Home Page Features
Helping Financial Advisors Save on Taxes – with Catherine Tindall, CFA More and more I keep hearing from other financial planners that they are struggling to find good CPAs that they can send their clients to for tax preparation. Too many CPAs are either retiring or...
by Kristin Beane | Jan 2, 2025 | Consumer News, FPANE News, Home Page Features
On this episode we speak with psychologist, behavioral finance expert and New York Times best-selling author, Dr. Daniel Crosby. Dr. Crosby is the Chief Behavioral Officer at Orion Advisor Solutions, host of the Standard Deviations podcast, and author of numerous...
by Kristin Beane | Jan 1, 2025 | Consumer News, FPANE News, Home Page Features
Hosts Brad Wright and Kathleen Kenealy are joined by Sam Gough and Abe Ringer. Sam is the 2025 incoming FPA-NE Chapter President and Abe will be President-Elect (2026 President). When not volunteering to run our chapter, Sam is a Senior Client Advisor with...
by Kristin Beane | Oct 29, 2024 | Consumer News, FPANE News, Home Page Features
Hosts Brad Wright and Mike Connaughton are joined by Julie Casey of Definiti. Julie is Regional Sales Director – New England Territory, for Definiti, which is a national retirement services firm that helps workplace organizations with retirement plan expertise,...
by Kristin Beane | Oct 18, 2024 | Consumer News, FPANE News, Home Page Features
In this episode our guest is Donna McKeown of Movement Mortgage. The discussion starts by considering the recent change in the Fed Funds Rate and what impact it has had on the current interest rate environment. We discuss what moves Mortgage rates. Donna shared the...
by Kristin Beane | Sep 26, 2024 | Consumer News, FPANE News, Home Page Features
Stephanie Aliaga – J.P. Morgan Hosts Brad Wright and Kathleen Kenealy are joined by Stephanie Aliaga, Global Market Strategist on the JP Morgan Asset Management Market Insights Team, based out of New York. Stephanie helps formulate and communicate economic views,...
